See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,584 | $117,983-69.8% | $101,794-65.0% | $142,382-75.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.93% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,090 | $2,773-60.7% | $2,289-52.4% | $4,299-74.6% |
| Participant deferral / active EE | $4,071 | $4,714-13.6% | $4,084-0.3% | $6,507-37.4% |
| Admin fee / account holder | $89 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |